How to Ensure Life Insurance Isn’t Part of Your Taxable Estate Jennifer McGheeMay 3, 2021life insurance, estate tax, taxable estate, incidents of ownership, irrevocable life insurance trust, life insurance trustComment
Why It’s Important to Meet the Tax Return Filing and Payment Deadline Jennifer McGheeApril 30, 2021tax return, failure-to-pay penalty, failure-to-file penaltyComment
Keep it All in the Family: Transferring Your Vacation Home Jennifer McGheeApril 27, 2021vacation home, estate planning, family limited partnership, FLP, estate planComment
A Revocable Living Trust Works Only If You Properly Fund It Jennifer McGheeApril 22, 2021revocable living trust, living trust, revocable trustComment
Is an S Corporation the Best Choice of Entity for Your Business? Jennifer McGheeApril 19, 2021S corporation, C corporation, S electionComment
Dissecting the Contents of a Will Jennifer McGheeApril 15, 2021estate plan, will, beneficiaries, estate taxes, tax-saving estate strategiesComment
Who Qualifies for “Head of Household” Tax Filing Status? Jennifer McGheeApril 8, 2021tax filing status, head of household, qualifying childComment
Launching a Small Business? Here are Some Tax Considerations Jennifer McGheeApril 5, 2021small business, sole proprietors, QBI deduction, Schedule C, self-employment tax, estimated tax paymentsComment
Creating an Education Legacy Using a Family Education Trust Jennifer McGheeApril 2, 2021estate planning, 529 plan, family education fund, qualified education expenses, education legacyComment